Holistic Wealth Management

Initial consultation free of charge.

Financial Planning - what you need to know:

  • Free initial consultation
  • Dedicated Financial Planner
  • Regional branch network
  • Investments through our Bespoke Investment Management Service
  • Retirement planning, including annuities and pension drawdown
  • Onshore & Offshore insurance company investment bonds
  • Individual Savings Accounts (ISAs) and other tax efficient investments
  • Protection planning
  • Trustee and tax planning including Inheritance
  • Tax and Capital Gains Tax planning

The Charles Stanley Financial Planning Service is designed for clients who wish to have their financial affairs reviewed on a regular basis.


Holistic Wealth Management and Advisory Services are provided by the wider Charles Stanley group.


Charles Stanley Direct is a non-advised, self-directed service.



Financial Planning

Many of us have broadly similar plans for the future, encompassing a comfortable retirement, financial provision for our dependants and no more paid in tax than is absolutely necessary.


However, planning for your own particular future is no place for broad generalisations. There will be crucial differences between your current circumstances and the next person’s. Though your broad aims and ambitions may be similar, it is in the specifics that the disparities will be revealed. Identifying and addressing these will assist you in achieving the financial future you desire.


The first step towards this future is a conversation with a Financial Planner from Charles Stanley & Co. Limited. By understanding your financial requirements and aspirations, an individual solution can be created that will help you to achieve them.


We would be happy to introduce you to a Charles Stanley & Co. Limited Financial Planner, who can assist you in designing your financial arrangements so as to position yourself for the life changes we all face at one time or another.

Financial Planners are available locally in a nearby office or in London as you prefer and can draw on a breadth of experience in solving everything from complex requirements to simple hand-holding.


Clients of Charles Stanley Direct should be aware that if they select advised services or Financial Planning advice, then the Terms of Business for Charles Stanley and Co. Limited clients would apply.



Investment involves risk. You may get back less than invested.